Nordson Corporation (NDSN)
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$318.36+0.27%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-09-04
Research Workspace
Put NDSN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrial Machinery & Supplies & Components is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 7% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, guidance credibility, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskHealthy across the board
NDSN's growth relies on strong demand in advanced technology and medical segments. Revenue grew 10% year over year, and the last quarter beat expectations. It trades at 28× P/E versus a peer median of 26×, suggesting the price reflects modest growth compared to our view. The next-quarter miss probability is 17%, indicating some risk of disappointing results. Peer multiples imply a price about 16% below where it trades (it looks expensive on this basis).
Trailing returns as of 2026-09-04. NDSN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering NDSN (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for NDSN in the last 4 months.
Continue this research
Compare NDSN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| NDSN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrial Machinery & Supplies & Components — fair value, gap to price, and forward P/E.
Compare the value case
Put NDSN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Dividend hike indicates confidence in revenue and cash flow.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $318.36
The last 12 months of price, then the range of analyst 12-month targets from today’s $318.36.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Maintain strong free cash flow and capital allocation discipline
Dividend increase supports capital allocation discipline objective.
Advances: Increase full year revenue guidance
Upgraded outlook supports revenue growth guidance.
Advances: Increase full year revenue guidance
Upgraded outlook supports revenue growth guidance.
Advances: Maintain strong free cash flow and capital allocation discipline
Dividend increase supports capital allocation discipline objective.
Advances: Maintain strong free cash flow and capital allocation discipline
Dividend hike indicates strong free cash flow and capital discipline.
Advances: Increase full year revenue guidance
Raising sales outlook supports revenue growth objective.
Advances: Increase full year revenue guidance
AI demand significantly boosts backlog and revenue potential.
